Pithom Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals, families and business owners with an Investment Management module and a Comprehensive Financial Planning module that cover retirement, estate, tax, insurance, education and business-owner planning. It also provides plan-level retirement consulting for employer-sponsored plans, including reviews of plan fee structures and assistance in selecting and monitoring 401(k) investment options.
The firm emphasizes a passive, risk‑aware investment process using efficient‑frontier analysis, risk scoring, and Monte Carlo simulations to build personalized glide paths and Retirement Maps, and it implements portfolios primarily with low‑cost funds and ETFs rather than individual stock or active manager selection. Financial planning work integrates tax-focused analysis, year‑by‑year cashflow modeling, stress tests, and individualized Investment Policy Statements that guide rebalancing and tax-aware decisions.
Operationally, the adviser uses alternative billing arrangements that are uncommon among peers — offering subscription and hourly or project‑based billing rather than relying solely on percentage‑of‑assets fees — and the brochure reports no regulatory assets under management as of December 31, 2024. The firm is affiliated with an independent CPA firm and discloses that it may refer clients to that accounting practice, and it routinely offers business valuations, detailed fiduciary scoring reports for retirement plans, and other services that extend beyond typical wealth management.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees quoted in advance for certain special projects
Hourly rates for special projects range from $275 to $350 per hour
Monthly subscription fees of $400 to $500, depending on portfolio complexity
Minimum fee: Investment management fees between $1,250 and $1,750 charged quarterly Fee-only: Comprehensive Financial Planning fees range from $1,000 to $3,000; Special project fees may be fixed or hourly at $275 to $350 per hour
Main office
2200 Optiz Blvd, Suite 200
Woodbridge VA 22191
Advisors at this office
1
Most active in
Virginia
Also doing business as
Pithom Advisors, Inc. · Pithom Financial Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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